Advance Financial Lighthouse, Inc.

09/09/2026

Wealth is measured so much more than numbers. We measure wealth in numbers because numbers are easy to count. But nobody lies awake grateful for a balance.
What we actually want is what the number lets us do - and that has never fit on a statement.
What do you want your wealth to do for you?

09/08/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/07/2026

Today, we celebrate the hard work, dedication, and determination that keep our communities and businesses moving forward.

Wishing you a relaxing and well-deserved Labor Day! 🇺🇸

09/03/2026

There is a stretch of years in many people’s lives that almost nobody plans for on purpose. It often begins when the paycheck stops and is especially valuable before Social Security begins and required minimum distributions take effect...

Discover the “Quiet Window” — the years before Social Security and required minimum distributions when strategic Roth conversions may help reduce lifetime taxes, manage Medicare premiums, and create greater retirement flexibility.

09/03/2026

09/02/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

09/01/2026

Hello September.
A fresh page, a fresh quarter, a fresh chance to get intentional with your money and your goals. Four months left in the year — plenty of time to finish strong.

What’s one thing you want to have done before December?

08/31/2026

There’s something powerful about standing in a space you worked hard to build.

Thirty years in business has taught me that success isn’t just about how far you go—it’s about the people you serve, the lives you impact, and the legacy you build along the way.

And I’m still building.

Helping individuals, families, business owners, and women solve financial problems, create strategies for their goals, prepare for retirement, and build stronger financial futures.

Thirty years later, I’m still here. Still serving. Still guiding. And here for you.

08/27/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.